Institutional Ownership Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR). We have compiled data on the 498 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
353,914
shares
|
$8.93 Million
3.46% of portfolio
|
Q3 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
348,994
shares
|
$8.81 Million
2.01% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
347,192
shares
|
$8.76 Million
3.44% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
347,192
shares
|
$8.76 Million
3.38% of portfolio
|
Q3 2025
Added 32.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
342,715
shares
|
$8.65 Million
0.0% of portfolio
|
Q2 2025
Added 38.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
342,245
shares
|
$8.63 Million
0.47% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
341,775
shares
|
$8.62 Million
4.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
336,398
shares
|
$8.49 Million
1.39% of portfolio
|
Q3 2025
Added 28.45%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
332,843
shares
|
$8.4 Million
8.29% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
332,263
shares
|
$8.38 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
327,931
shares
|
$8.27 Million
0.38% of portfolio
|
Q4 2024
Added 50.01%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
325,987
shares
|
$8.22 Million
2.04% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
324,233
shares
|
$8.18 Million
2.5% of portfolio
|
Q3 2025
Reduced 44.83%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
284,466
shares
|
$7.18 Million
0.09% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
283,377
shares
|
$7.15 Million
1.8% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
275,878
shares
|
$6.96 Million
7.83% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
270,419
shares
|
$6.82 Million
2.09% of portfolio
|
Q3 2025
Added 22.3%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
269,685
shares
|
$6.8 Million
0.0% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
264,455
shares
|
$6.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
257,998
shares
|
$6.51 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
257,547
shares
|
$6.5 Million
0.15% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
252,769
shares
|
$6.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
236,316
shares
|
$5.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
234,462
shares
|
$5.92 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
232,079
shares
|
$5.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.31%
|